Insurance Sales Agent

As an Insurance Sales Agent, you'll be pivotal in providing tailored advice and solutions to clients seeking insurance coverage. Your role involves analysing clients' needs, recommending appropriate policies, and ensuring exceptional service throughout the client relationship.

Category: Finance and Accounting - Insurance
Full Time

• $50,000 - $90,000 / Year

Closing Date: 2025-02-20
Location: Melbourne

• Evaluate and assess clients' insurance needs through consultations.
• Develop tailored insurance solutions based on thorough analysis.
• Communicate effectively with clients regarding policy details and benefits.
• Ensure timely processing of claims and address client concerns promptly.
• Maintain accurate and organized records of client interactions and insurance transactions.
• Work alongside underwriters to find optimal coverage options for clients.
• Participate in training and professional development programs to enhance skills.
• Deliver client presentations on new policies or changes to existing coverage.
• Engage in marketing efforts to promote services and attract new clients.
• Collaborate with the compliance team to ensure adherence to regulations.

• Certificate IV in Insurance Broking
• Diploma in Insurance or related field preferred
• Insurance Knowledge Deep understanding of various insurance products and services.
• CRM Software Proficiency Experience using CRM tools to manage customer relationships.
• Excellent Communication Ability to convey complex information clearly and effectively.
• Customer Service Strong dedication to providing excellent customer service.
• Negotiation Skills Proven ability to negotiate contracts and terms beneficial to the client.
• License to provide insurance advice
• Membership with the National Insurance Brokers Association
• English (Fluent)

• Experience in claims management: Understanding the claims process to assist clients more effectively.
• Familiarity with risk management principles: Knowledge of risk analysis to advise clients on insurance solutions.

• Comprehensive health and dental insurance.
• Generous superannuation contributions.
• Employee assistance programs.
• Exciting career advancement opportunities.

• Empowerment: We empower our employees to take ownership of their work and make decisions.
• Community Engagement: We are committed to giving back to the community through various initiatives.
• Work-Life Balance: We value the well-being of our employees, promoting a healthy work-life balance.

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